MDRT Podcast

160 Afleveringen

1. How I’m approaching my biggest challenge during quarantine

   Gepubliceerd: 20-4-2020
2. Mini-episode: What to say to staff during a period of change and challenge

   Gepubliceerd: 13-4-2020
3. Reassuring clients in uncertain times

   Gepubliceerd: 3-4-2020
4. What advisors and clients don’t discuss enough about business planning

   Gepubliceerd: 31-3-2020
5. Mini-episode: Ways that I show gratitude to clients

   Gepubliceerd: 16-3-2020
6. Something I struggle with and how I try to improve

   Gepubliceerd: 28-2-2020
7. How you can simultaneously do good and have fun by getting involved in the MDRT Foundation

   Gepubliceerd: 31-1-2020
8. The unexpected intricacies of using technology

   Gepubliceerd: 1-1-2020
9. Lessons from mistakes in client communication

   Gepubliceerd: 2-12-2019
10. Retirement topics clients and advisors should talk about more

    Gepubliceerd: 1-11-2019
11. The most extreme thing I’ve done for a client

    Gepubliceerd: 1-10-2019
12. Is it better to push too much or too little?

    Gepubliceerd: 30-8-2019
13. Something you do that other advisors don’t

    Gepubliceerd: 1-8-2019
14. Are you keeping your staff both productive and happy?

    Gepubliceerd: 1-7-2019
15. What to do when couples disagree about financial decisions

    Gepubliceerd: 31-5-2019
16. Determining what clients do or don’t have

    Gepubliceerd: 1-5-2019
17. The wildest client experience I’ve had

    Gepubliceerd: 1-4-2019
18. The professional benefits of prioritizing your personal life

    Gepubliceerd: 1-3-2019
19. My most difficult income protection client

    Gepubliceerd: 1-2-2019
20. Why it’s OK to tear up your business plan

    Gepubliceerd: 2-1-2019